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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
YC
6401
Yunqi Capital
Hong Kong
| USD 157 M | -USD 19 M | -11% | 7.74% | 65.3% | 6 | 16.67% | 1.9 |
|
| 6402 |
6402
Legacy Wealth Management (Idaho)
Boise,
Idaho
| USD 156 M | -USD 15 M | -9% | 9.07% | – | 824 | 22.94% | 0.2 |
|
| 6403 |
6403
Legacy Investment Solutions
Meridian,
Idaho
| USD 156 M | -USD 15 M | -9% | 9.07% | – | 824 | 22.94% | 0.2 |
|
| 6404 |
6404
Aspen Wealth Strategies
Arvada,
Colorado
| USD 156 M | +USD 1.14 M | +0.7% | 0.71% | 72.3% | 88 | 17.05% | 1.4 |
|
| 6405 |
6405
Diamant Asset Management
Ridgefield,
Connecticut
| USD 156 M | -USD 3.24 M | -2% | 0.38% | 83.6% | 75 | 1.33% | 5.2 |
|
| 6406 |
KHCM
6406
Kirtland Hills Capital Management
Bratenahl,
Ohio
| USD 156 M | -USD 25.1 M | -14% | 3.94% | – | 142 | 14.79% | 0.6 |
|
| 6407 |
GA
6407
Gagnon Advisors
New York
| USD 156 M | +USD 1.35 M | +0.9% | 22.2% | 214% | 28 | 10.71% | 5.1 |
|
| 6408 |
FAG
6408
Financial Architects (Georgia)
Woodstock,
Georgia
| USD 156 M | +USD 925 k | +0.6% | 1.9% | 35.9% | 22 | 4.55% | 0.9 |
|
| 6409 |
6409
Cambridge Capital Management
O'fallon,
Illinois
| USD 156 M | +USD 4.1 M | +3% | 1.3% | 55.9% | 37 | 5.41% | 0.9 |
|
| 6410 |
6410
Avondale Wealth Management
West Lake Hills,
Texas
| USD 156 M | +USD 2.17 M | +1% | 2.57% | 83.8% | 118 | 9.32% | 3.3 |
|
| 6411 |
6411
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 156 M | -USD 5.92 M | -4% | 1.32% | 62.6% | 82 | 9.76% | 3.1 |
|
| 6412 |
6412
Richmond Brothers
Jackson,
Michigan
| USD 156 M | -USD 6.2 M | -4% | 1.45% | 87.9% | 36 | 19.44% | 1.3 |
|
| 6413 |
GAA
6413
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 156 M | +USD 8.7 M | +6% | 4.78% | 106% | 103 | 10.68% | 0.9 |
|
| 6414 |
6414
Cascade Investment Advisors
Oregon City,
Oregon
| USD 156 M | -USD 1.22 M | -0.8% | 0.01% | 79.1% | 119 | 11.76% | 4.1 |
|
| 6415 |
6415
Twin Lakes Capital Management
Redwood Shores,
California
| USD 156 M | +USD 656 k | +0.4% | 2.01% | 131% | 240 | 0.83% | 2.7 |
|
| 6416 |
6416
Immersion
Aventura,
Florida
| USD 156 M | – | – | 6.67% | – | 5 | – | 0 |
|
| 6417 |
6417
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 156 M | -USD 16.9 M | -10% | 1.01% | 70.2% | 84 | 10.71% | 6.4 |
|
| 6418 |
6418
Cox Capital Management
Andover,
Massachusetts
| USD 156 M | -USD 11.4 M | -7% | 0.82% | 106% | 72 | 15.28% | 3 |
|
| 6419 |
CAM
6419
Crown Advisors Management
Larkspur,
California
| USD 156 M | +USD 310 k | +0.2% | 5.05% | 251% | 44 | 22.73% | 2.7 |
|
| 6420 |
6420
Udine Wealth Management
Boca Raton,
Florida
| USD 156 M | +USD 14 M | +10% | 10.5% | 141% | 34 | 26.47% | 1.2 |
|
| 6421 |
6421
Client First Investment Management
West Bend,
Wisconsin
| USD 156 M | +USD 24.9 M | +19% | 8.62% | 243% | 31 | 48.39% | 0.6 |
|
| 6422 |
6422
Thompson Davis & Co
Richmond,
Virginia
| USD 155 M | +USD 20.1 M | +15% | 19.6% | 179% | 151 | 29.8% | 2.2 |
|
| 6423 |
6423
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| USD 155 M | -USD 2.39 M | -2% | 0.11% | – | 318 | 3.14% | 0.9 |
|
| 6424 |
KCM
6424
Knoll Capital Management
Miami,
Florida
| USD 155 M | -USD 60.5 M | -28% | 0.46% | 258% | 36 | 2.78% | 2.2 |
|
| 6425 |
6425
FSC Wealth Advisors
Fishkill,
New York
| USD 155 M | +USD 16 M | +12% | 0.92% | 66.4% | 329 | 18.84% | 1.6 |
|